Start Here
The short version
Most board members mainly use the Dashboard, Meetings, Voting, and Compliance. If you ever feel turned around, go back to the Dashboard. It is your home base.
Help Center
Simple help for board members who want clear, step-by-step guidance.
Help that speaks plain English
You do not need to be tech savvy to use this portal. If you can open an email, click a link, and read a document, you can use it. This Help Center shows you where to click, what each section is for, and what to do next.
Getting StartedStart here if this portal is new to you. It walks you through the first things to click, where to find your work, and how to avoid getting lost.Feature GuideUse this when you want the plain-language version of what each section does, when to use it, and what job it helps you finish.Frequently Asked QuestionsQuick answers for common problems like signing in, finding a packet, casting a vote, or figuring out which page you need.
What most directors do here
Common everyday tasks
- Read the next board packet before a meeting.
- Check whether a vote, policy, or disclosure needs your attention.
- Find approved minutes, resolutions, or policies from a past meeting.
- Review board materials without having to email files back and forth.
When to ask for help
Who can help with what
- Staff Admin for sign-in trouble, missing documents, and questions about where something lives.
- Board Chair for meeting process, voting questions, and board procedure.
- Help pages when you only need a reminder of what to click next.
- Best first step when unsure go back to the Dashboard and start from the task or meeting shown there.